3 Ways to Max Out Your Roth IRA, Including the “Mega Backdoor”
August 7, 2019
The Roth IRA offers substantial retirement planning benefits as it is a great, tax-efficient way to save for retirement. Money saved in a Roth IRA
8 Simple Tips for Organizing Your Finances
August 1, 2019
Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on-top of
Finding Purpose in Retirement
July 15, 2019
Many of us look forward to our retirement, and to the day when we can finally stop clocking in to work and enjoy some real
Changing Jobs? Don’t Forget Your Retirement Account
July 1, 2019
People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are
Simple Steps to Improve Your Retirement Plan
June 18, 2019
It’s all too easy to talk yourself out of retirement planning. Maybe you think you’re too young. Maybe you think it’s too complicated. Or maybe
5 Tips for Managing a Sudden Financial Windfall
June 1, 2019
As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion
5 Retirement Planning Mistakes Millennials Make (And How to Avoid Them!)
May 29, 2019
Here’s the first rule of retirement planning: You’re never too young to start retirement planning. It might sound glib, but it’s the truth. The earlier
Exposing the Top 7 Social Security Myths
May 1, 2019
Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully
What Happens if You Have to Retire Early?
April 25, 2019
Retirement planning is all about preparing for the future—but of course, even with the most meticulous planning, it’s impossible to predict exactly what the future
Get In Touch
We are here to help you with all your financial planning needs. Send us a message and we will connect with you shortly.
Who We Are
What We Do
information
SPWM Advisors LLC (“Stonepath Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stonepath Wealth Management and its representatives are properly licensed or exempt from licensure.
Blog content provided exclusively by Oechsli Institute.
- 2024
- Stonepath Wealth Management
- All Rights Are Reserved
